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Dutch Bros

186 hedge funds and large institutions have $2.37B invested in Dutch Bros in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

8% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 62

4% less funds holding

Funds holding: 193186 (-7)

15% less call options, than puts

Call options by funds: $52M | Put options by funds: $61M

42.57% less ownership

Funds ownership: 231.61%189.03% (-43%)

46% less capital invested

Capital invested by funds: $4.42B → $2.37B (-$2.05B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
186
Holders Change
-7
Holders Change %
-3.63%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
57
Increased
70
Reduced
37
Closed
62
Calls
$52M
Puts
$61M
Net Calls
-$8.98M
Net Calls Change
+$578K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Endurance Wealth Management
Rhode Island
$9K
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9K
CHA
153
Carmichael Hill & Associates
Maryland
$9K +$4.1K +100 +50%
LSA
154
Lansing Street Advisors
Pennsylvania
$9K +$4.1K +100 +50%
Simplex Trading
155
Simplex Trading
Illinois
$8K +$11.6K +283 New
DFCM
156
Dark Forest Capital Management
Puerto Rico
$7K -$1.14M -27,742 -99%
AIA
157
Arcadia Investment Advisors
Idaho
$6.46K
PFS
158
Prospera Financial Services
Texas
$6K -$697 -17 -9%
TCM
159
Tradewinds Capital Management
Washington
$6K
BWM
160
BerganKDV Wealth Management
Minnesota
$6K +$8.2K +200 New
BLC
161
Brown, Lisle/Cummings
Rhode Island
$5.86K
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$6.15K +150 New
SWM
163
Spire Wealth Management
Virginia
$5K +$6.64K +162 New
TWC
164
TD Waterhouse Canada
Ontario, Canada
$4.15K +$4.1K +100 New
TWM
165
Tradition Wealth Management
Minnesota
$3K -$4.1K -100 -53%
HFM
166
Hartford Financial Management
Connecticut
$3K
SWM
167
Selective Wealth Management
Virginia
$3K
AW
168
ACG Wealth
Georgia
$3K +$4.1K +100 New
AW
169
Avion Wealth
Texas
$3K +$4.1K +100 New
BMD
170
Better Money Decisions
New Mexico
$3K +$4.1K +100 New
CI
171
CX Institutional
Indiana
$3K +$4.1K +100 New
SCA
172
Stonebridge Capital Advisors
Minnesota
$3K +$4.1K +100 New
TIM
173
Tortoise Investment Management
New York
$3K +$4.1K +100 New
TFGT
174
TS Financial Group (TSFG)
Illinois
$3K +$4.1K +100 New
WTA
175
Washington Trust Advisors
Massachusetts
$2K